SLJ 2025 GRANTOR RETAINED ANNUITY TRUST enters GOOSEHEAD INSURANCE, INC. with 114.78K shares plus derivative instruments
Holding both equity and derivatives at entry signals strong long-term conviction in the company.
Direct Derivatives
Filed: 9/10/2025ACC: 0001726978-25-000134
→
10% OwnerOther
Since Aug 2025
114.78K
Baseline shares
100% direct
114.78K
Direct ownership
1 position
114.78K
Derivative underlying
1 instrument
1
Security positions
All direct
Non-Derivative Holdings1
Class B Common Stock
DirectShares owned114.78K
Total
114.78K direct114.78K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Class B Common Stock | 114.78K | Direct |
| Total | 114.78K | 114.78K direct |
Derivative Holdings1
LLC Units in Goosehead Financial, LLC
DirectUnderlying security
Class A Common Stock
Underlying shares
114.78K
Shares owned
N/A
Exercise price
0
Expiration
—
Exercise window
—
Total
Underlying
114.78K
Owned
0.00
| Security | Underlying | Exercise Price | Exercise Window | Expiration | Underlying Shares | Shares Owned |
|---|---|---|---|---|---|---|
| LLC Units in Goosehead Financial, LLC Direct | Class A Common Stock | 0 | — | — | 114.78K | N/A |
| Total | 114.78K | 0.00 | ||||